Free checklists
Construction claim document checklists
What to gather before you submit. Each checklist covers the records an owner, insurer or counsel will expect to see alongside the calculation, grouped by category so you can work through them.
Reviewing a construction damages claim: what to check before you accept the number
Delay & Overhead checklist
What documents you need for a construction delay and extended overhead claim: contract and baseline schedule, daily logs, delay notices, cost backup and site records.
Labor Burden checklist
What documents support a fully burdened labor rate: certified payroll, workers' compensation declarations, SUTA rate notices, fringe statements and overhead pool support.
Property Loss checklist
What documents support a property loss claim: policy and declarations, cause-and-origin report, dated photographs, line-item scope and the basis for effective age and depreciation.
Claim interest checklist
What documents support a statutory interest claim: the contract's payment and interest terms, payment history, demand letters, lien filings, liquidated damages clause and governing-law provision.
Construction Injury checklist
What documents support a third-party construction injury claim: medical records and lien statements, wage verification, OSHA citations, site contracts establishing duty and the workers' compensation lien.
What a document checklist is for
Every construction and property claim is decided twice: once on the arithmetic and once on whether the arithmetic is supported. The second decision is the one people lose. A calculation with no records behind it is an assertion and reviewers, owners, sureties, carriers, opposing counsel, generally ask for the backup before they engage with the numbers at all.
Each checklist below sets out the records a reviewer will expect for that claim type, grouped by what they prove. They are general guides for a typical claim, not exhaustive or jurisdiction-specific lists and exact evidentiary requirements should be confirmed with counsel before submission.
How to use these
Work in this order. Gather the items that expire or disappear first, witness statements, site photographs, superintendent diaries, equipment records, because those become unavailable within days or weeks. Contract documents and accounting records can be pulled at any time.
Run the matching calculator early rather than last. It is free and unlimited and knowing roughly what a claim is worth is how you decide whether the document-gathering effort is justified at all. Every checklist here is also built into its calculator, so you can tick items off as you collect them and they carry through to the exported Excel workbook, Word document and PDF, which means what you hand over shows exactly which records support the figures.
Which checklist do you need?
Most claims touch more than one. A delayed project that also generated extra labour cost and then sat unpaid uses three of these; a property loss with a disputed depreciation and an injury on the same site uses two others.
- The project finished late and it cost money, Delay & Overhead.
- You need to prove what an hour of labour actually costs, Labor Burden.
- An insurer has depreciated a repair estimate, Property Loss.
- The money has been owed a long time, Claim Interest.
- Someone was hurt on site, Construction Injury.
The calculator carries these too
Tick items off inside ClaimDuke and they carry through to the Excel, Word and PDF reports you export, so the document you hand over shows what is in the file and what is still outstanding.